AI at an inflection point, but has the US mega cap tech sell-off got further to go?

Good Value | Pragmatic Value Investing
30/03/2025 25 min Episodio 53
AI at an inflection point, but has the US mega cap tech sell-off got further to go?

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Episode Synopsis

Antipodes portfolio manager, James Rodda, joins Alison Savas after returning from three bell-weather conferences across the US covering tech, media and telcos and consumer.



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